Institutions / KPP Advisory Services LLC
KPP Advisory Services LLC
CIK 1989349 · Institution · as of Dec 31, 2025
Portfolio value
$688.58M
Positions
328
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 328 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Exch Traded Fd Tr II | $32.52M | 4.7% |
| Invesco Qqq Tr | $24.93M | 3.6% |
| iShares Tr | $21.05M | 3.1% |
| Apple Inc. | $19.95M | 2.9% |
| Invesco Exchange Traded Fd T | $19.39M | 2.8% |
| John Hancock Exchange Traded | $18.26M | 2.7% |
| Microsoft Corp | $16.77M | 2.4% |
| NVIDIA Corp | $16.45M | 2.4% |
| Dimensional ETF Trust | $14.66M | 2.1% |
| Capital Group Dividend Value | $14.51M | 2.1% |
| Tesla Inc | $13.78M | 2.0% |
| iShares Tr | $12.54M | 1.8% |
| Amazon.com Inc | $11.79M | 1.7% |
| Vanguard Index Fds | $11.57M | 1.7% |
| First Tr Exchange-Traded Fd | $10.92M | 1.6% |
| Invesco Exchange Traded Fd T | $9.55M | 1.4% |
| American Centy ETF Tr | $8.11M | 1.2% |
| World Gold Tr | $8.06M | 1.2% |
| Capital Group Growth ETF | $7.68M | 1.1% |
| Invesco Exchange Traded Fd T | $7.67M | 1.1% |
| Dimensional ETF Trust | $7.48M | 1.1% |
| First Tr Exchange-Traded Fd | $6.87M | 1.0% |
| Vanguard Index Fds | $6.86M | 1.0% |
| Alphabet Inc. | $6.74M | 1.0% |
| Invesco Exchange Traded Fd T | $6.61M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.